A mutual fund is a pool of money managed by a professional Fund Manager. It is a trust that collects money from a number of investors who share a common investment objective and invests the same in equities, bonds, money market instruments and/or other securities. Mutual funds are broadly classified into Large Cap, Mid Cap, Smaller Cap and Index funds. Systematic Investment plans (SIP) are very popular these days for long term wealth creation based on Rupee Cost Averaging.

This Life Cover secures your loved ones' future by paying a lump sum amount in case of an unfortunate event. In some policies, you are paid an amount called Maturity Benefit at the end of the policy The four main types of life insurance are: term life insurance, whole life insurance, universal life insurance, and variable life insurance. These can be further categorized into traditional and market related (ULIP) options.

General insurance, also known as non-life insurance, is a broad category of insurance that provides financial protection against various risks and losses related to property, health, motor and other assets, excluding life itself. It covers situations like accidents, theft, damage from natural disasters, and medical expenses, ensuring financial security in unforeseen circumstances.

A bond is a fixed-income investment product where individuals lend money to a government or company at a specified interest rate for a predetermined period. Bonds are fixed-income securities issued by corporations, municipalities, and governments to raise capital. They function as a form of debt financing,

We assist you to get highly rated NBFC (Non-Banking Financial Company) fixed deposit indicates that the deposit is considered relatively safe and reliable, based on the NBFC's credit rating. A high rating signifies a lower risk of default, meaning the NBFC is more likely to repay the principal and interest on time. Investors often look for high credit ratings when choosing NBFC fixed deposits, as they offer higher interest rates than traditional bank FDs.

Tax planning is important for managing money wisely. It helps people and businesses reduce the amount they owe in taxes while following the law. Good tax planning strategies can lower taxable income, avoid legal issues, increase savings, provide financial stability, boost productivity, and manage risks. To get the most benefits, it’s crucial to choose the right tax planning strategies based on your financial goals and tax situation.

To be eligible for an EMI (Equated Monthly Installment), borrowers typically need to be of a certain age (usually between 21 and 60), have a regular source of income, and possess a good credit score.Lenders will also assess factors like loan-to-value ratio and existing financial obligations

Specialized services for Non Resident Indians (NRIs) and professionals, financial and investment guidance assistance to help them manage their affairs in India while residing abroad. NRIs who invest in Mutual Funds to take advantage of DTAA benefits depending upon the country you work and live